A Shared Mindset for Growth
Entrepreneurial tax advisors focused on your success and achievement through leading-edge tax consulting and planning.
Who We Serve
We understand the complexity of our clients' unique situations and leverage our experience and expertise to offer bespoke tax mitigation strategies.
Our process emphasizes communication and collaboration with the family’s financial and estate planning teams.
Learn MoreOur managerial consulting experience provides owners of growing companies perspective beyond the tax return.
Learn MoreLTax is a boutique tax firm emphasizing personalization, communication, and
initiative-taking responsiveness.
We take a consulting approach to tax preparation and planning, ensuring regular client communication and a personalized understanding of our clients’ needs. We tirelessly research tax mitigation strategies and develop actionable recommendations for the benefit of our clients.
What Makes LTax Different?
We proactively coordinate our efforts with your financial and estate planning teams.
The LTax pricing structure is the clearest and most straight forward in the tax preparation industry.
We provide you with a detailed executive summary highlighting our observations and tax planning recommendations.
Client Successes
The LTax team conducts more than 2,000 consultations annually for families and entrepreneurs like you. Comprehensive solutions require active collaboration. LTax partners with wealth planning professionals and estate planning consultants to map out comprehensive tax mitigation strategies for our clients. Learn how we've partnered with our clients to achieve their goals.
Our Blog
Thought leadership from the consultants at LTax.
News and insights on tax planning, preparation and strategy for entrepreneurs, individuals and families.